See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,670 | $138,065+108.4% | $123,544+132.8% | $135,375+112.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,059 | $5,151-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $12,109 | $6,799+78.1% | $6,426+88.5% | $5,609+115.9% |
| Admin fee / account holder | $9,923 | $10,916-9.1% | $9,284+6.9% | $10,827-8.3% |